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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-05-18 |
Branch Locations
500 W 36Th Ste 410, Anchorage, AK 99503 • United States
43874 Sterling Hwy Ste 100, Soldotna, AK 99669 • United States
135 Sterling Hwy, Homer, AK 99603 • United States
230 Bidarka St, Kenai, AK 99611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2006 | 04/2017 |
| Denali Federal Credit Union | Denali | AK | 04/2005 | 01/2017 |
| Alaska Usa Fcu | Anchorage | AK | 05/2017 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2017 | Present |
| Lpl Financial Llc | Anchorage | AK | 05/2022 | Present |
1) 05/18/2022 - Alaska USA FC- Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- State Date- 5/2017- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent100% 2) 3/1/2023 - Global Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/03/2023 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-27 |
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